All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

PDX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

PDX real return snapshot: after CPI-U inflation, PDX returned +13.54% over the past year and +13.49% YTD, with dividends reinvested. Since Jan. 30, 2019, PDX is up +61.25% in real purchasing-power return, or +6.36%/yr, and is currently −19.45% below its real total-return high on Jan. 15, 2025.

Data ending Fri Oct. 30, 2026

Growth of $10,000

Wed 2019-01-30💬 to Fri 2026-10-30 Overall
Return 		Exponential
Trendline
PDX × 		+61.25%
+6.36%/yr 		+15.50%/yr
R2=0.589
PIMCO Energy & Tactical Credit Opps NYSE Mutual Fund

Growth of $10,000 Summary

Wed 2019-01-30💬 to Fri 2026-10-30 Start
Value 		End
Value
PDX × 		$10,000.00
2019-01-30 		$16,125.08
2026-10-30

This Year’s Performance

through 2026-10-30

  YTD YoY
PDX × 		+13.49% +13.54%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
PDX × 		−19.45%
on 2026-10-30
from 2025-01-15 peak 		−81.04%
on 2020-03-18
from 2019-02-28 peak

Rolling Returns

Period ending Fri 2026-10-30 1 yr 2 yr 3 yr 5 yr 10 yr
PDX × 		+13.54% +14.82%
+7.15%/yr 		+45.79%
+13.39%/yr 		+110.31%
+16.03%/yr 		—

Annual Returns

Year PDX
2026 (YTD) +13.49%
2025 −12.93%
2024 +33.13%
2023 +39.83%
2022 +15.55%
2021 +57.70%
2020 −44.95%
2019 −12.62%